See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,537 | $202,432-89.9% | $169,368-87.9% | $139,434-85.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.54% | 531.74%-514.2pp | 405.60%-388.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,207 | $4,692-74.3% | $4,013-69.9% | $4,751-74.6% |
| Participant deferral / active EE | $3,621 | $6,938-47.8% | $6,221-41.8% | $6,710-46.0% |
| Admin fee / account holder | $189 | $10,708-98.2% | $9,003-97.9% | $11,403-98.3% |